2026-08-03T12:17:06-05:00 2025-12-31 541149263 YOUNT HYDE & BARBOUR PC 10451 MILL RUN CIRCLE SUITE 800 OWINGS MILLS MD 21117 990PF 2025-01-01 521320467 THE AMMERMAN FOUNDATION AMME 3019838530 28593 WHARTON DR BONITA SPRINGS FL 34135 JOY AMMERMAN TRUSTEE 3019838530 2026-07-09 1 SCOTT S KEEN CPA P00621187 4104159797 2026-07-09 2025 2025-03-06 01:10:19Z X 5968383 X X 22526 22526 76064 75923 682580 2565178 682580 781170 781029 0 0 0 3720 1860 1860 59646 59646 0 37 19 18 4166 41 0 1750 875 875 69319 62441 2753 289451 289451 358770 62441 292204 422400 718588 173928 251247 251247 3204574 3503485 5504452 224570 270740 212684 3603072 4025472 5968383 0 0 X 854739 854739 0 0 2748333 3170733 3603072 4025472 3603072 4025472 3603072 422400 0 4025472 0 4025472 BAIRD #4133 257801 257695 106 106 BAIRD #4133 214540 93651 120889 120889 BAIRD #4133 34767 14898 19869 19869 BAIRD #4133 - PRIN. PMTS 4825 4825 0 0 BAIRD #8798 109608 94075 15533 15533 BAIRD #8798 792469 435849 356620 356620 BAIRD #3312 64847 75375 -10528 -10528 BAIRD #3312 308447 288833 19614 19614 BAIRD #2922 218276 249107 -30831 -30831 BAIRD #2922 541791 362610 179181 179181 BAIRD #3930 641 548 93 93 BAIRD #3930 359 298 61 61 BAIRD #8707 6010 4834 1176 1176 CAPITAL GAINS DIVIDENDS P 10797 10797 10797 682580 9988 0 9988 0 9988 4000 0 17500 0 21500 0 11512 11512 0 0 0 0 0 0 0 0 0 0 0 1 1 MD 1 0 0 0 0 1 N/A JOY AMMERMAN 3019838530 28593 WHARTON DR BONITA SPRINGS FL 34135 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 0 JOY AMMERMAN 28593 WHARTON DRIVE BONITA SPRINGS FL 34135 TRUSTEE 2.00 0 0 0 REBECCA A SHPIGEL 235 FOREST AVENUE GLEN RIDGE NJ 07028 TRUSTEE 1.00 0 0 0 JOSHUA M AMMERMAN 5608 MARENGO ROAD BETHESDA MD 20816 TRUSTEE 1.00 0 0 0 MATTHEW D AMMERMAN 6526 ELGIN LANE BETHESDA MD 20817 TRUSTEE 1.00 0 0 0 NONE 0 NONE 0 0 5562722 212588 0 5775310 0 0 5775310 86630 5688680 284434 284434 9988 9988 274446 0 274446 0 274446 292204 0 292204 274446 0 0 44048 44048 292204 0 0 0 274446 17758 0 0 61806 0 0 0 0 0 0 0 61806 44048 17758 JOY AMMERMAN X 4 MONTGOMERYS KIDS INC PO BOX 34864 10421 MOTOR CITY DRIVE BETHESDA MD 208179995 NONE PC SUPPORT YOUTH TRANSITIONING OUT OF THE FOSTER CARE SYSTEM 10000 ADL 605 THIRD AVENUE NEW YORK NY 10158 NONE PC FIGHT ANTISEMITISM 500 BONITA WONDER GARDENS INC 27180 OLD 41 ROAD BONITA SPRINGS FL 34135 NONE PC RESTORE THE WONDER GARDENS FROM HURRICANE IAN DAMAGE 35500 CENTER FOR THE ARTS OF BONITA SPRINGS 10150 BONITA BEACH ROAD SE BONITA SPRINGS FL 34135 NONE PC AID COMMUNITY TO GAIN ACCESS TO THE ARTS 1000 CONCERN WORLDWIDE US INC 420 LEXINGTON AVE 2035 NEW YORK NY 10117 NONE PC FIGHT HUNGER 2900 CONGREGATION B'NAI TZEDEK 10621 SOUTH GLEN ROAD POTOMAC MD 20854 NONE PC GENERAL 5470 CONSERVANCY OF SOUTHWEST FLORIDA 1495 SMITH PRESERVE WAY NAPLES FL 34102 NONE PC RESCUE AND TREAT INJURED AND ABANDONED ANIMALS DUE TO HURRICANE IAN 10000 EMORY UNIVERSITY 1762 CLIFTON ROAD SUITE 2400 ATLANTA GA 30322 NONE PC UNDERGRADUATE RESEARCH ENDOWMENT 10000 EMPTY BOWLS NAPLES INC 6300 JANES LANE UNIT 3 NAPLES FL 34109 NONE PC TO CREATE AWARENESS AND RAISE FUNDS TO ELIMINATE HUNGER 20000 GEORGE WASHINGTON'S MOUNT VERNON PO BOX 110 MOUNT VERNON VA 22121 NONE PC EDUCATION 52400 HARRY CHAPIN FOOD BANK 3760 FOWLER STREET FORT MYERS FL 33901 NONE PC FEED THE HUNGRY 1000 HOLTON ARMS SCHOOL 7303 RIVER ROAD BETHESDA MD 20817 NONE PC EDUCATION 2000 JEWISH FEDERATION OF GREATER NAPLES 4720 PINE RIDGE ROAD NAPLES FL 34119 NONE PC CAPITAL CAMPAIGN BUILDING FUND 10000 JOEY'S FOUNDATION 5117 52ND STREET NW WASHINGTON DC 20016 NONE PC RESEARCH, EDUCATION & REHABILATION FOR CHILDREN SUFFERING FROM BRAIN INJURY 1500 LACES OF LOVE 1976 BETHANY PLACE NAPLES FL 34109 NONE PC PROVIDES NEW SHOES TO CHILDREN 2500 MUSEUM OF TOLERANCE 9786 WEST PICO BLVD LOS ANGELES CA 90035 NONE PC EDUCATIO 5000 NATIONAL CONSTITUTION CENTER 525 ARCH STREET PHILADELPHIA PA 19106 NONE PC CONSTITUTIONAL EDUCATION AND CIVIC DIALOGUE 10000 PATHWAYS EARLY EDUCATION CENTER OF IMMOKALEE 415 COLORADO AVENUE IMMOKALEE FL 34142 NONE PC EARLY CHILDHOOD EDUCATION 2500 SIMON WIESENTHAL CENTER 1399 SOUTH ROXBURY DRIVE LOS ANGELES CA 90035 NONE PC FIGHT AGAINST ANTI-SEMITISM, HATE AND TERRORISM 5000 TEMPLE NER TAMID 936 BROAD STREET BLOOMFIELD NJ 07003 NONE PC GENERAL 5000 TEMPLE SHALOM INC 4630 PINE RIDGE ROAD NAPLES FL 34119 NONE PC GENERAL 3269 TEMPLE SINAI 3100 MILITARY ROAD NW WASHINGTON DC 20015 NONE PC GENERAL 7412 UNITED STATES HOLOCAUST MEMORIAL MUSEUM 100 RAOUL WALLENBERG PLACE SW WASHINGTON DC 20024 NONE PC GENERAL 35000 BLESSINGS IN A BACKPACK PO BOX 61402 FORT MYERS FL 33906 NONE PC GENERAL 1500 CINCINNATI CENTER FOR EOSINOPHILIC DISORDERS - CINCINNATI CHILDRENS HOSPITA 3333 BURNETT AVE MLC 9002 CINCINNATI OH 45229 NONE PC GENERAL 35000 HARDWICK AREA FOOD PANTRY PO BOX 1075 HARDWICK VT 05843 NONE PC GENERAL 5000 LISTEN FIRST PROJECT 202 SARAZEN MEADOW WAY CARY NC 27513 NONE PC GENERAL 10000 289451 0 14 22526 14 76064 18 682580 0 781170 0 781170 0 0 0 0 0 0 0 0 0 0 ACCOUNTING 3720 1860 1860 BAIRD - 4133 270740 212684 BAIRD - 4133 91233 171549 BAIRD - 2922 840552 1564014 BAIRD - 8798 540369 968639 BAIRD - 3312 969302 1563164 BAIRD - 3930 76660 105853 BAIRD - 8707 985369 1131233 ASSOCIATION RENEWAL DUES 850 425 425 INSURANCE 750 375 375 ANNUAL FEE - AMEX 150 75 75 INVESTMENT EXPENSES 1681 1681 0 INVESTMENT MANAGEMENT FEES 57965 57965 0 FOREIGN TAXES 41 41 0 FEDERAL EXCISE TAX 4125 0 0